MWM
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Meridian Wealth Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Meridian Wealth Management’s Portfolio SHM Stock Details SHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-7,000
Closed -$331K – 558
2022
Q2 		$331K Buy
+7,000
New +$329K 0.03% 425

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Meridian Wealth Management's SHM Position: Q3 2022 in Review

Meridian Wealth Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2022, closing a stake of 7,000 shares — an estimated $331K sold.

Meridian Wealth Management first reported a position in SHM in Q2 2022 and held it in 1 quarter. The position peaked at $331K in Q2 2022. 444 funds tracked by Wall St. Rank hold SHM as of Q3 2022.

  • Meridian Wealth Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Meridian Wealth Management sold 7,000 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2022, an estimated $331K.
  • Meridian Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2022 and held it in 1 quarter.
  • Meridian Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $331K in Q2 2022.
  • 444 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2022.

Based on Meridian Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.